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AppFolio

396 hedge funds and large institutions have $3.41B invested in AppFolio in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 183 increasing their positions, 106 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more call options, than puts

Call options by funds: $26M | Put options by funds: $4.25M

73% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 106

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

0% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 74

2% less funds holding

Funds holding: 403396 (-7)

2.06% less ownership

Funds ownership: 90.83%88.78% (-2.1%)

30% less capital invested

Capital invested by funds: $4.88B → $3.41B (-$1.47B)

Holders
396
Holders Change
-7
Holders Change %
-1.74%
% of All Funds
4.88%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
74
Increased
183
Reduced
106
Closed
74
Calls
$26M
Puts
$4.25M
Net Calls
+$21.8M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
26
Long Walk Management
Connecticut
$32.3M -$33.6M -177,250 -46%
Charles Schwab
27
Charles Schwab
California
$26M +$1.84M +9,695 +6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$25.2M -$3.68M -19,435 -11%
VFT
29
Vanguard Fiduciary Trust
Pennsylvania
$24.2M +$29.1M +153,482 New
Caisse de Depot et Placement du Quebec (CDPQ)
30
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$24.1M +$2.46M +12,958 +9%
Millennium Management
31
Millennium Management
New York
$22.4M -$26.4M -139,427 -50%
SCM
32
Sone Capital Management
New York
$21.1M +$13.1M +69,163 +107%
Ameriprise
33
Ameriprise
Minnesota
$20.6M +$20.4M +107,635 +473%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$20.3M -$24.9M -131,228 -51%
GKIM
35
GW&K Investment Management
Massachusetts
$20M -$4.24M -22,396 -15%
Two Sigma Investments
36
Two Sigma Investments
New York
$19.6M +$4.63M +24,438 +24%
First Trust Advisors
37
First Trust Advisors
Illinois
$19.4M -$11.3M -59,565 -33%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$18.8M +$6.38M +33,686 +39%
Goldman Sachs
39
Goldman Sachs
New York
$17.5M +$12.5M +65,951 +147%
TP
40
TenCore Partners
New York
$17.3M +$20.8M +109,905 New
BCM
41
Brown Capital Management
Maryland
$17.1M -$8.33M -43,989 -29%
JP Morgan Chase
42
JP Morgan Chase
New York
$16.8M +$5.2M +27,421 +34%
Invesco
43
Invesco
Georgia
$16.7M -$58.8M -310,539 -75%
Raymond James Financial
44
Raymond James Financial
Florida
$16.4M +$1.34M +7,095 +7%
UBS Group
45
UBS Group
Switzerland
$15.8M +$11.4M +60,172 +151%
RIM
46
Ranger Investment Management
Texas
$15.6M -$2.97M -15,660 -14%
Wells Fargo
47
Wells Fargo
California
$15.2M -$645K -3,402 -3%
Marshall Wace
48
Marshall Wace
United Kingdom
$14.8M -$14.4M -76,158 -45%
RP
49
Riverbridge Partners
Minnesota
$13.9M +$16.7M +88,112 New
Squarepoint
50
Squarepoint
New York
$12.7M +$8.16M +43,064 +115%